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Market Pulse — 14 October 2026

Benchmarks gave back part of Tuesday's rally after wholesale inflation came in at 11.39% for September. The Nifty 50 closed at 22,622.70, down 0.44%, with pharma and financials the drag and Nifty IT higher for a second day.

Benchmarks

Closing levels, 14 Oct 2026 · Source: NSE / BSE

Sensex
72,781.89
-251.89  ·  -0.34%
Nifty 50
22,622.70
-99.25  ·  -0.44%
Nifty Bank
55,316.00
-165.05  ·  -0.30%
Nifty Next 50
68,999.30
+71.35  ·  +0.10%
Nifty Midcap 100
59,409.10
-50.10  ·  -0.08%
Nifty Smallcap 100
19,384.80
-62.60  ·  -0.32%
Nifty Microcap 250
25,983.45
+183.05  ·  +0.71%
India VIX
14.60
+0.48  ·  +3.40%

Sectoral scorecard

NSE sectoral indices, ranked best to worst

IndexCloseChange%
Nifty FMCG 45,271.70 +540.55 +1.21%
Nifty IT 30,171.00 +340.90 +1.14%
Nifty Oil & Gas 10,456.75 +107.15 +1.04%
Nifty Chemicals 28,616.90 +257.60 +0.91%
Nifty Media 1,641.35 +9.65 +0.59%
Nifty PSU Bank 8,167.55 +21.00 +0.26%
Nifty Consumer Durables 36,568.60 +72.15 +0.20%
Nifty Cement 13,351.30 -50.50 -0.38%
Nifty Private Bank 27,166.80 -157.55 -0.58%
Nifty Metal 12,006.75 -81.50 -0.67%
Nifty Realty 822.80 -7.15 -0.86%
Nifty Auto 25,156.75 -235.10 -0.93%
Nifty Financial Services 24,948.70 -279.85 -1.11%
Nifty Healthcare 15,663.00 -197.65 -1.25%
Nifty Pharma 25,736.95 -338.05 -1.30%

Movers

Nifty 50 constituents · NSE feed stamped 14-Oct-2026 16:00:00

Top gainers

SymbolLTP%
NESTLEIND 1,383.20 +3.69%
TATACONSUM 987.90 +2.91%
INFY 1,088.00 +2.44%
COALINDIA 417.00 +2.08%
TECHM 1,575.20 +2.05%

Top losers

SymbolLTP%
SHRIRAMFIN 950.00 -3.85%
HDFCLIFE 544.05 -2.85%
BAJFINANCE 957.00 -2.62%
M&M 2,793.70 -2.47%
SBILIFE 1,650.00 -2.20%

NSE's gainers feed listed 16 advancing Nifty 50 names, below its 20-row cap, so 34 of the 50 fell or were unchanged; the losers feed returned exactly 20 rows and is capped, so no decline count is stated. Market-wide advance/decline counts are omitted because the closing wraps disagreed materially with one another. All mover figures are from the NSE 16:00 feed; a broker ticker differed on Bajaj Finserv and Cipla and was not used. Midcap and smallcap mover tables are omitted again: NSE's constituent endpoint has returned 404 for eight consecutive runs and no wrap carried a dated 14 October list.

Institutional flows

FII/FPI and DII activity in the cash segment

FII / FPI net
₹-1,857 cr
Bought ₹16,381.85 cr · Sold ₹18,239.29 cr
DII net
₹+2,670 cr
Bought ₹17,428.61 cr · Sold ₹14,758.17 cr

Cash-market figures for 14 Oct 2026, from NSE. Provisional exchange data.

Corporate & macro desk

What moved the tape and what the IR desks were announcing

  • Wholesale inflation jumped to 11.39% in September — Up from 9.92% in August and above the Reuters poll, on higher fuel, food and manufactured-product prices. The print landed during the session, lifted bond yields and weighed on rate-sensitive autos, private banks and metals.
  • The print lands three sessions after the RBI raised rates — The Monetary Policy Committee lifted the repo rate 25 basis points to 5.50% on 7 October and shifted its stance to calibrated tightening, projecting FY27 CPI inflation at 5.2% and GDP growth at 7.1%. The October minutes are due 21 October.
  • US September CPI came in hot after the Indian close — Headline CPI rose 0.6% on the month and 3.7% year on year against a 3.6% consensus; core rose 2.6%. Wall Street fell, with the Nasdaq Composite down 1.88% and S&P 500 information technology off 3.00%, and the 10-year Treasury yield above 5.27%.
  • Rupee firmed 19 paise to 95.17 on RBI intervention — PTI reported the central bank acting to ease near-term dollar demand and curb speculative positioning, helped by a softer dollar and lower US yields. Weak domestic equities capped the gain.
  • Brent held above $106 on Middle East supply risk — Crude rose after a fire at a Saudi Aramco building in Dhahran, closing the Indian session up 0.64% at $106.37 a barrel. Sustained strength raises India's import bill and complicates the inflation path.
  • Foreign selling reached a thirteenth consecutive session — FPIs sold Rs 1,305 crore on 13 October, with year-to-date outflows at a record $32.52 billion on HDFC Sky's count, before a further Rs 1,857.44 crore of net cash-segment selling on 14 October. Domestic institutions absorbed both days.
  • Tata Elxsi rose on results; Zydus fell on a USFDA inspection — Tata Elxsi gained 5.73% after higher quarterly profit led by its transportation and media businesses. Zydus Lifesciences declined after the US regulator closed an inspection of its Ahmedabad plant with five observations.

Corporate actions ahead

Every corporate action NSE listed as going ex between 15 October and 14 November — seven in total, all published here · Source: NSE

CompanyEx-datePurposeRecord date
Anand Rathi Wealth Limited (ANANDRATHI) 15 Oct 2026 Interim Dividend — Rs 4 per share 15 Oct 2026
Shivam Autotech Limited (SHIVAMAUTO) 15 Oct 2026 Rights 19:25 @ premium Rs 10 15 Oct 2026
Shraddha Prime Projects Limited (SHRADDHA) 15 Oct 2026 Rights 3:20 @ premium Rs 150 15 Oct 2026
HCL Technologies Limited (HCLTECH) 16 Oct 2026 Interim Dividend — Rs 12 per share 16 Oct 2026
Hindustan Composites Limited (HINDCOMPOS) 16 Oct 2026 Special Dividend — Rs 21 per share 16 Oct 2026
Canara Robeco Asset Management Company Limited (CRAMC) 16 Oct 2026 Interim Dividend — Rs 2 per share 16 Oct 2026
Bansal Wire Industries Limited (BANSALWIRE) 16 Oct 2026 Face value split (sub-division) — from Rs 5 to Re 1 per share 16 Oct 2026

Board meetings & results calendar

Scheduled board meetings — the IR calendar for the days ahead

CompanyDatePurpose
Tech Mahindra (TECHM) 15 Oct 2026Results, dividend, bonus
Wipro (WIPRO) 15 Oct 2026Results
HDFC Life Insurance (HDFCLIFE) 15 Oct 2026Results, fund raising
Nestle India (NESTLEIND) 15 Oct 2026Results
Jio Financial Services (JIOFIN) 15 Oct 2026Results
Polycab India (POLYCAB) 15 Oct 2026Results
Indian Railway Finance Corporation (IRFC) 15 Oct 2026Results, dividend
Indian Bank (INDIANB) 15 Oct 2026Results, fund raising (excluding equity)
HDFC Asset Management (HDFCAMC) 15 Oct 2026Results
Tata Communications (TATACOMM) 15 Oct 2026Results
Persistent Systems (PERSISTENT) 15 Oct 2026Results, other business
360 ONE WAM (360ONE) 15 Oct 2026Results, second interim dividend
L&T Finance (LTF) 15 Oct 2026Results
Federal Bank (FEDERALBNK) 16 Oct 2026Results
Punjab National Bank (PNB) 16 Oct 2026Results
DLF (DLF) 16 Oct 2026Results
Oberoi Realty (OBEROIRLTY) 16 Oct 2026Results, second interim dividend
Bajaj Housing Finance (BAJAJHFL) 16 Oct 2026Results
Crompton Greaves Consumer Electricals (CROMPTON) 16 Oct 2026Results
Ujjivan Small Finance Bank (UJJIVANSFB) 16 Oct 2026Results; preferential equity fund raising
Urban Company (URBANCO) 16 Oct 2026Results; fund raising
HDFC Bank (HDFCBANK) 17 Oct 2026Results
ICICI Bank (ICICIBANK) 17 Oct 2026Results
Axis Bank (AXISBANK) 17 Oct 2026Results
IDBI Bank (IDBI) 17 Oct 2026Results
Bajaj Finance (BAJFINANCE) 19 Oct 2026Results
UltraTech Cement (ULTRACEMCO) 19 Oct 2026Results
Hindustan Zinc (HINDZINC) 19 Oct 2026Results
Union Bank of India (UNIONBANK) 19 Oct 2026Results
L&T Technology Services (LTTS) 19 Oct 2026Results, interim dividend if any
Eternal (ETERNAL) 21 Oct 2026Results
Indian Hotels Company (INDHOTEL) 21 Oct 2026Results
Adani Green Energy (ADANIGREEN) 21 Oct 2026Results
Havells India (HAVELLS) 22 Oct 2026Results
Colgate-Palmolive (India) (COLPAL) 22 Oct 2026Results, dividend
Swiggy (SWIGGY) 22 Oct 2026Results
Infosys (INFY) 23 Oct 2026Results, dividend
Dr. Reddy's Laboratories (DRREDDY) 23 Oct 2026Results
IndusInd Bank (INDUSINDBK) 23 Oct 2026Results
JSW Steel (JSWSTEEL) 23 Oct 2026Results
Kotak Mahindra Bank (KOTAKBANK) 24 Oct 2026Results
Larsen & Toubro (LT) 27 Oct 2026Results
Maruti Suzuki India (MARUTI) 27 Oct 2026Results
Hindustan Unilever (HINDUNILVR) 28 Oct 2026Results, interim dividend if any
Asian Paints (ASIANPAINT) 29 Oct 2026Results, interim dividend if any

IPOs open now

Mainboard issues that were open for bidding during the 14 October session. GMP from ipoji.com — HD Fire Protect as at 14 Oct, 9:30 AM IST; Fusion CX as at 14 Oct, 10:15 AM IST. Subscription totals from ipowatch.in, last updated 17:41. Issue terms cross-checked against NSE's own filings.

Final day to bid on 15 Oct: HD Fire Protect.

IssueGMPSub.Price (₹) Issue sizeLotOpen – close BoAListingAnchor
HD Fire Protect
MainboardCloses 15 Oct
₹88
+32.47%
16.53x 258 – 271 Rs 712.31 cr 55 13 Oct
to 15 Oct
16 Oct 21 Oct Yes
Fusion CX
Mainboard
₹31
+10.73%
0.43x 275 – 289 Rs 702.00 cr 51 14 Oct
to 16 Oct
19 Oct 22 Oct Yes

Grey-market premium (GMP) is an unofficial, unregulated indicator quoted outside the exchanges. It is not exchange data, carries no regulatory standing and routinely diverges between trackers and from the eventual listing price; it is published here for awareness only. The whole GMP column is taken from a single source rather than blended — investorgain's figures at roughly the same time were Rs 91 and Rs 33.50. ipowatch's subscription stamp carries a time but no calendar date; read as the 14 October close, and consistent with ipoji's lower intra-session readings of 4.76x and 0.28x earlier that day. Issue size is the rupee figure, on which ipoji and investorgain agree for both issues; NSE's filed share count is lower than the trackers' and for HD Fire Protect equals the issue exactly net of the anchor book, so the two are measuring different things. A blank cell means not sourced, not zero. Four further mainboard issues opened on 15 October, the day after this session, and so are not given rows here: Sahajanand Medical Technologies (Rs 327–344), Bonfiglioli Transmissions (Rs 558–586), Zetwerk Manufacturing Businesses (Rs 143–151) and Tonbo Imaging India (Rs 665–700), all bidding 15–19 October.

Economic calendar

Data releases and policy events in the days ahead

DateEvent
16 Oct 2026 Foreign exchange reserves, week ended 9 October — RBI
21 Oct 2026 Minutes of the October Monetary Policy Committee meeting — RBI
28 Oct 2026 Index of Industrial Production, September — MoSPI
12 Nov 2026 Consumer Price Index, October — MoSPI
16 Nov 2026 Wholesale Price Index, October — Ministry of Commerce & Industry
28 Nov 2026 Index of Industrial Production, October — MoSPI
30 Nov 2026 Quarterly estimates of GDP, Q2 FY2026-27 — MoSPI
2–4 Dec 2026 Monetary Policy Committee meeting, resolution 4 December — RBI
12 Dec 2026 Consumer Price Index, November — MoSPI
14 Dec 2026 Wholesale Price Index, November — Ministry of Commerce & Industry

Commodities, currency & global

The three US indices are the 14 October close — the same calendar day as the Indian session, since Wall Street shuts at about 2:00 AM IST. Retail 24K and 22K gold are national reference rates from Bajaj Broking, stamped 14 October, 8:00 AM IST; retail quotes vary by city and by aggregator, and city 24K rates ran marginally higher. Silver is published as the MCX December contract rather than a retail rate because retail quotes for the day diverged far too widely to be useful, from about Rs 2.17 lakh to Rs 2.57 lakh per kg. Rupee and Brent levels are the PTI close; Brent is the December contract. India VIX appears under Benchmarks.

10g Gold (24K)
₹1,48,260
 
10g Gold (22K)
₹1,35,900
 
MCX Gold (Dec, 10g)
₹1,47,831
-0.42%
MCX Silver (Dec, 1kg)
₹2,17,252
-0.90%
USD / INR
95.17
▲ 19 paise
Brent crude
$106.37
+0.64%
Dow Jones
51,621.48
-0.09%
S&P 500
7,718.94
-1.11%
Nasdaq Composite
26,692.87
-1.88%

What we are watching next session

  • HD Fire Protect's final day of bidding on 15 October, with the issue covered 16.53x at the close of day two, and Fusion CX's second day after a 0.43x first day.
  • Four mainboard IPOs opening together on 15 October — Sahajanand Medical Technologies, Bonfiglioli Transmissions, Zetwerk Manufacturing Businesses and Tonbo Imaging India, all bidding to 19 October. A crowded window tests how much primary-market appetite is left.
  • Tech Mahindra, Wipro, Nestle India, HDFC Life, Jio Financial Services and Polycab all report on 15 October. Tech Mahindra's board also takes up a bonus issue, and HDFC Life's a fund-raising resolution — both disclosures IR desks should have pre-cleared.
  • The large private banks on 17 October — HDFC Bank, ICICI Bank and Axis Bank on the same day. After a session in which financials led the decline, the commentary on margins will matter more than the headline numbers.
  • Whether the 11.39% wholesale print changes the tone around the RBI's calibrated-tightening stance. Forex reserves land 16 October and the October MPC minutes on 21 October.
  • HCL Technologies goes ex-dividend on 16 October for its Rs 12 interim payout, alongside Hindustan Composites' Rs 21 special dividend and Bansal Wire's Rs 5-to-Re 1 face-value split.

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Disclaimer: This post is published by Samvaad Partners for information and market-awareness purposes only. It is a factual summary of publicly available exchange and market data and does not constitute investment advice, research analysis, or an offer or solicitation to buy or sell any security. Samvaad Partners is not a SEBI-registered research analyst or investment adviser. Figures are sourced from NSE, BSE and public news reports and may be provisional or subject to revision by the exchanges. Readers should verify data independently and consult a registered adviser before acting on any information. Samvaad Partners provides investor relations and communications services to listed companies, some of which may be referenced herein.

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